Logo

Grocery Outlet Holding Corp. 360° Intelligence

Report Date: Feb 27, 2026
Risk Level: Moderate
Vet New Site

Executive Summary

Global Rank

#40,992

Monthly Visits

~1.32M

Avg Duration

1m 45s

Pages/Visit

2.96

Strategic Overview

Business Moats

Established brand presence in discount grocery retail, Scalable independent operator model, Strong supply chain relationships for branded and surplus goods, Physical and digital footprint.

Market Headwinds

Ongoing competition from grocery giants and deep discounters, Variable in-store experiences due to independent operator model, Multiple consumer and employee complaints, with some legal exposure, Sensitivity to government policy (ex: EBT funding delays).

Our Verdict

Business Quality Good
Technical Integrity Good
Reputation Moderate
Legal/Regulatory Moderate
Market Moat Moderate

Upside & Downside Analysis

The Bull Case

3 Points
💰

Proven Discount Model

  • Steady revenue growth (TTM ~$4.5B, 8.5%+ YoY)
  • Over 560 stores and nationally recognized value brand
  • Resilient during economic slowdowns, targeting cost-conscious consumers
🛒

National Expansion Opportunity

  • Recent store openings in multiple states including California and Ohio
  • Well-positioned for further US expansion with proven format
  • Public equity enables capital access for growth
🔗

Omnichannel & Tech Investments

  • Modern tech stack (AWS, Cloudflare, advanced analytics)
  • Integration with digital flyers, loyalty app, and local delivery options
  • Strong social presence (LinkedIn: 69k+ followers, cross-platform)

The Bear Case

3 Points
⚖️

Legal & Regulatory Exposure

  • Active class actions for pricing and labor disputes
  • History of customer and employee complaints regarding store operations
  • Variable local/regional regulatory risks for retail grocery
🌪️

Inconsistent Customer & Store Experience

  • Trustpilot/BBB/PissedConsumer highlight pricing and freshness complaints
  • Highly variable in-store management/reporting structure
  • App/digital experience not fully competitive with peers
🥊

Competitive Threats

  • Fierce competition from national chains (Walmart, ALDI, Save A Lot, Instacart, Vons, Albertsons)
  • Thin retail grocery margins and sensitivity to inflationary or supply chain shocks
  • Dependence on EBT and discount-driven volume

Domain Integrity

Domain registered since 2000, using enterprise DNS (DNS Made Easy), valid SSL by DigiCert, and no major blacklist or phishing warnings. Robust and stable infrastructure typical of a national retailer.

Registrar Moniker Online Services LLC
Domain Age Oct 25, 2000 (25 years old)
Security Status
Registry Locked SSL: DigiCert Global G2 TLS RSA SHA256 2020 CA1

Reputation

0

18 Reviews

Trustpilot

Sentiment Analysis

Mixed online sentiment. Common positive themes are bargains and helpful employees, but there are repeated complaints about product date/freshness, pricing clarity, and customer service. No systemic fraud or impersonation detected.

Common Themes
Customer service inconsistencies Product freshness and short expiry App/account technical issues Positive experiences with helpful staff

Traffic Distribution

Top Countries Traffic Share Trend
United States
97.76%
Canada
0.37%
Germany
0.32%
Mexico
0.29%
India
0.24%

Competition

Competitor Type Threat Analysis
Large grocery chains (Walmart, Albertsons, Safeway, Vons, Whole Foods) Compete on price, selection, convenience; far larger capital and digital budgets
Deep discount grocers (ALDI, Save A Lot, United Grocery Outlet) Direct overlap in bargain/value-conscious segment
Online/delivery platforms (Instacart, Amazon Fresh, DoorDash, Uber Eats) Expanding digital grocery/delivery convenience and eroding in-store only loyalty
Regional discounters/ethnic supermarkets Localized loyalty, pricing wars, differentiated selection

Tech Stack

☁️

Cloud Hosting & CDN

Leverages AWS (Amazon EC2, CloudFront), Akamai, Cloudflare, and Google Cloud across multiple subdomains for scalable, secure, and resilient operations.

🛍️

Content and Store Management

Mix of WordPress, Drupal, custom apps, Salesforce for CRM, and specialized marketing/analytics (Adobe Marketing Cloud, Matomo, Pardot, Braze).

🛡️

Security & Compliance

Site-wide HSTS, DNSSEC, DigiCert SSL, Cloudflare bot management, GDPR-compliant cookie consent (CookiePro, OneTrust), and robust email protections (DMARC/SPF).

💳

Payments & E-Commerce Features

Accepts major payment forms; integrates with leading payment processors and features for in-store pickup/delivery.

Key Risks

Identified Risk Impact Mitigation
Class action lawsuits over pricing, deceptive advertising or unfair business practices High Active legal defense, review and improve compliance and store policies, enhance transparency.
Customer complaints regarding product freshness, pricing accuracy, or inconsistent in-store experiences Medium Invest in training, standardization, and store audits; improve feedback mechanisms and inventory controls.
Competition from giants and digital-native grocers erodes market share High Accelerate innovation, digital investments, and continue geographic expansion into underserved markets.
Regulatory policy shocks (e.g., EBT disruptions) Medium Monitor policy closely, diversify revenue, and maintain contingency plans for customer segments dependent on aid.
Cybersecurity/data breach exposure High Utilize trusted third-party cloud and security services (AWS, Cloudflare), regular reviews and updates.

Contacts

Department Points of Contact

Investor Relations investor.relations@groceryoutlet.com
Corporate Office 5650 Hollis St., Emeryville, CA 94608
Main Phone +1-510-845-1999

Appendix & Sources

Key Citations

Data Sources Used

SimilarWeb, SimilarTech, BuiltWith WHOIS/SSL registry Trustpilot reviews Google Places/Maps listings Legal case aggregators and court listener LinkedIn, direct company IR sources

Disclaimer

This report provides intelligence and risk context as of February 2026 covering public records, technical scans, and open-source intelligence. All legal and investment decisions should be confirmed with primary sources and/or counsel.